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Associate Wealth Advisor

4 months ago

Moorestown, United States Judson Group Full time

Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Wealth Advisor. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Advisory Team. Furthermore, this candidate will have the opportunity to grow into a lead advisor while learning from a high performing team.

Responsibilities:

  • cohesively with the lead advisors, anticipating their needs and delivering solutions
  • and maintain client relationships in partnership with the lead advisors
  • all meetings held by the lead advisors with clients and prospects
  • with clients to ensure action items are thoroughly executed and documented
  • client data including financial constraints and goals
  • and analyze statements and other financial documents provided by clients
  • desire to grow business and learn from others.

Requirements:

  • years of financial services experience
  • degree
  • to obtain required FINRA Licenses and CFP
  • attention to detail, poised, organized, and keen sense of urgency
  • communication and presentation skills
  • Excel skills and experience with Microsoft Office products
  • BE IN THE OFFICE ON A DAILY BASIS
  • DESIRE TO BE A TOP PERFORMER

Compensation:

Excellent base salary and benefits package.

Location:

Moorestown, New Jersey